This article describes how to tag the Document Numbering Scheme.
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Prerequisites
The user must have the right to allow tagging.
The Document Numbering Scheme to be tagged must exist.
Step-by-step guide
The steps are as follows:
Go
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to Admin > Utilities > Document Numbering Scheme.
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The Document Numbering Scheme
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module opens.
Now select the Document Numbering Scheme you want to tag and click on
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the Tag
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button.
If the Document Numbering Scheme is for the Web Application, then select the desired module in
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the Web Application
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tab. If the Document Numbering Scheme is for the Desktop Application, then select the desired module in
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the Desktop Application
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tab.
Click
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on Save button if you have to tag other schemes too or else click on Save & Close
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button.
Tip title Important information Note: After tagging to the appropriate document, the Numbering Scheme must be assigned to required Organization Sites. Otherwise, the document numbering scheme will not be available to the tagged documents.
Warning icon false title Alert - Restriction for Tagging of Batch/Serial Type Numbering Scheme List of Numbering Schemes displayed for tagging with ERP menu will not display such schemes where, ‘Document Type’ = ‘Batch/Serial Numbering’
To go back to the main page click on How To: Manage Document Numbering Scheme in Ginesys
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